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Darin Sevier
Associate Portfolio Manager at Coldstream Capital Management Inc.
About
Darin Sevier is an Associate Portfolio Manager at Coldstream Capital Management in Portland, Oregon, where he works with the firm's Investment Strategy Group to develop integrated and innovative investment strategies. In this role, he focuses on identifying emerging trends in both the financial industry and global markets, contributing insight to multi-asset class portfolio construction and analysis for high-net-worth clients and institutional investors.
Darin's investment expertise encompasses a broad range of asset classes, including equities, fixed income, and alternative investments, with a particular interest in integrating financial planning with active portfolio management. Prior to joining Coldstream in 2021, he served as Senior Investment Manager at Rosenbaum Financial and held responsibility for retirement plan strategies, deepening his specialization in investment advisory for retirement assets and comprehensive financial planning.
He holds a Bachelor of Business Administration from Washington State University and the Chartered Retirement Planning Counselor® designation, reflecting his strong foundation in retirement planning and holistic wealth management. Darin's career in financial services spans over 15 years, including experience at Fidelity Investments and Ameriprise Financial Services, fostering significant expertise across investments, insurance, and client advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream Wealth Management | Associate Portfolio Manager | Oct 2021 to Present | Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth managem... |
| Rosenbaum Financial, Inc. | Senior Investment Manager | Jan 2019 to Oct 2021 | Manage Portfolios | Create and Manage Investment Allocation Portfolios keeping abreast of new industry trends and market research Client Relations | Provide strategic advice across a variety of financ... |
| Rosenbaum Financial | Retirement Plan Specialist | Nov 2014 to Oct 2021 | Retirement Plan Specialist | Manage 401k plans, Deferred Compensation Plans, and Defined Benefit Plans. Oversee Plan selection with Trustees and provide education and support to plan participants. Cli... |
| Fidelity Investments | Investment Representative | Jan 2012 to Jan 2014 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor | Sep 2009 to Nov 2012 | — |
| Ameriprise Financial Services, Inc. | Financial Analyst | Sep 2008 to Jul 2009 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor | Oct 2006 to Sep 2008 | — |
Education
Washington State University
Bachelor of Business Administration (BBA)
2004 — 2006
Others at Coldstream Capital Management Inc. (14)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Kirkland, WA , United States | |
| Chief Investment Officer | Portland, OR , United States | |
| Associate Portfolio Manager | Bellevue, WA , United States | |
| Portfolio Manager and Shareholder | Mercer Island, WA , United States | |
| Associate Portfolio Manager | Portland, OR , United States | |
| Associate Portfolio Manager | Portland, OR , United States | |
| Portfolio Manager | Bothell, WA , United States | |
A Apma Dallas | Portfolio Manager Coldstream Dividend Growth Strategies | Kirkland, WA , United States |
| Associate Portfolio Manager | Kirkland, WA , United States | |
C Christine Arnerich | Principal | Portland, OR , United States |
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